Charity Governance

Specimen charity trustee declaration

Of interest to those involved in charity governance.

Introduction

This guidance note offers an example of a specimen letter of declaration by a new trustee. The document should be used to demonstrate that the new trustee has received the relevant information from the charity regarding their appointment, roles and duties and declares that the trustee has the time required and the commitment to act as a trustee. The statement should confirm the individual is eligible to be a trustee. It is strongly advised that charities review the document and amend it to suit their needs and requirements. Charities should ensure that all relevant factors relating to their organisation are included in such letters.

Purpose of this guidance

If the charity is incorporated under company legislation it is essential that trustees are aware that they have legal duties both as a trustee under charity law, and as a director under company law.

This guidance note covers registered charities in England and Wales. Although principles of good governance transcend national borders, it is important to bear in mind the specific differences in charity legislation for those charities operating in Scotland, Northern Ireland, and elsewhere. 

This document includes:

  • Specimen letter

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